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Version: Current

Step 1: Find Document and Initiate Revert

Locate the document that needs correction and access the Revert function.

Steps:

  1. Find the Document: Navigate to the relevant module and submodule (e.g., Purchasing > Invoices) and find the document you need to revert. It will typically be in a non-editable status like Approval, Completed, Placed, or Pending.
  2. Open the Document: Click the document record to open the viewer modal.
  3. Initiate Revert Action:
    • Click the ... (more options) button at the top right.
    • Select Revert from the drop-down menu.
    • Note: If the Revert option is missing or greyed out, you likely lack the necessary permissions for the document's current status.

What Happens Next?

Zudello prepares to move the document back to an editable state. You may be asked to confirm the action.

Next Step: Confirm Revert and Edit

Related How-To Guides: